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Portfolio (Quarterly) Guide ↗

Latitude Advisors, LLC

· CIK 0001843715
13F Portfolio $251M AUM 239 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 111 Added 78 Reduced 23 Exited
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSHI NEOS ETF TRUST 18,376.0 $915K 0.36% -3K -13.2% $49.81 -0.1%
22 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 30,215.0 $912K 0.36% -325.0 -1.1% $30.17 +11.4%
23 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,853.0 $906K 0.36% -370.0 -11.5% $317.51 -16.5%
24 EFG ISHARES TR 7,273.0 $905K 0.36% -2K -21.6% $124.43 +0.1%
25 META META PLATFORMS INC Communication Services 1,548.0 $872K 0.35% -950.0 -38.0% $563.46 +9.5%
26 V VISA INC Financial Services 2,274.0 $780K 0.31% -729.0 -24.3% $343.04 +9.3%
27 J P MORGAN EXCHANGE TRADED F 14,308.0 $724K 0.29% -2K -14.5% $50.57
28 XLK SELECT SECTOR SPDR TR 3,775.0 $719K 0.29% -391.0 -9.4% $190.53 -1.7%
29 VEA VANGUARD TAX-MANAGED FDS 9,990.0 $712K 0.28% -260.0 -2.5% $71.25 +3.5%
30 LRCX LAM RESEARCH CORP Technology 1,601.0 $694K 0.28% -248.0 -13.4% $433.33 -29.0%
31 TYL TYLER TECHNOLOGIES INC Technology 2,360.0 $690K 0.28% -4K -61.4% $292.46 +24.5%
32 VUSB VANGUARD BD INDEX FDS 13,210.0 $658K 0.26% -425.0 -3.1% $49.78 -0.4%
33 MA MASTERCARD INCORPORATED Financial Services 1,274.0 $654K 0.26% -348.0 -21.4% $513.45 +12.8%
34 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 33,899.0 $640K 0.26% -570.0 -1.6% $18.87 +15.0%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 5,164.0 $602K 0.24% -119.0 -2.2% $116.67 +49.4%
36 JEPI J P MORGAN EXCHANGE TRADED F 9,976.0 $563K 0.23% -2K -13.2% $56.48 +1.3%
37 CAH CARDINAL HEALTH INC Healthcare 2,313.0 $549K 0.22% -418.0 -15.3% $237.52 +4.1%
38 DIA STATE STR SPDR DOW JONES IND Financial Services 1,036.0 $541K 0.22% -1K -57.5% $522.40 +2.2%
39 NVS NOVARTIS AG Healthcare 3,315.0 $520K 0.21% -183.0 -5.2% $156.73 +2.1%
40 SPSM SPDR SERIES TRUST 8,904.0 $513K 0.20% -2K -15.7% $57.67 -2.0%
Page 2 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Financial Services 26.6%
Healthcare 10.5%
Consumer Cyclical 9.9%
Industrials 6.1%
Communication Services 5.5%
Consumer Defensive 4.6%
Energy 3.6%
Utilities 2.9%
Basic Materials 0.8%